In year-end meetings, advisors are helping clients stressed out by the economy and government to get their financial houses ready for 2015.» Read More
Successful investing boils down to creating consistent, winning strategies and regularly measuring them, author Tony Robbins tells CNBC.
Newly employed young people can get into financial trouble fast. Luckily, financial advisors have tips for the youngest investors.
Given low bond yields, the less risky side of asset allocation strategies could use revising, such as the use of merger arbitrage funds.
Complex and costly, reverse mortgages are frowned upon by many advisors, but they can be useful to certain retirees, thanks to new safeguards.
Is the 4.5% rule ironclad? Of course not; it's just a starting point. But it has helped many retirees protect their income streams.
The rubber's hitting the road for baby boomers nearing retirement, who must convert nest eggs into a stream of income they won't outlive.
Taking the time to rebalance your portfolio will ensure that your investment goals are still on track as life events occur.
Americans will change bad spending and saving habits only when financial literacy efforts start to leverage big data and digital tools.
Financial education programs abound for current and former military service members. How well they work is another story.
Americans are eligible for Social Security benefits from age 62, but most financial planners advise delaying claims to maximize payouts.
Investors sell at the worst time and wait too long to get back into stocks. The 'market top' and 'going to cash' calls aren't a strategy.
As geopolitical and economic crises threaten to roil markets, now might be the time to devise a plan to handle any potential market selloff.
Rather than maximizing potential returns through big chunks of stocks in their portfolios, young investors are taking a cautious approach.
Accelerating deductions, harvesting losses and timing investment income can help taxpayers lower the 2014 tax bite from Uncle Sam.
In order to attract business from the country's fastest-growing demographic, advisors need to speak to millennials in their own language.
Regular reallocation of portfolio savings among asset classes is not only wise but critical to managing risk, say financial advisors.
Thanks to rising home prices, a better credit environment and low interest-rate yields, now is a great time to refinance a home mortgage.
Women want skilled financial advisors, but they also demand transparency, reliability, understandability, sensitivity and thoughtfulness.
Many investors believe adhering to the so-called 4 percent rule will guarantee retirement income, but that's not necessarily true anymore.
Ed Butowsky, managing partner at Chapwood Investments, gives his take on the increasing popularity of alternative asset strategies.
What gifts to buy, how to find deals, and who will profit from all this spending.
The nexus of technology -- cloud, social, mobile and data -- are transforming user behaviors and creating new businesses.
Advisors say it's time to get serious about year-end financial plans, like taxes and portfolio re-balancing.
Advisors are helping clients stressed out by the economy and government get their financial houses in order for 2015.
The Columbus Blue Jackets player filed for bankruptcy due to his parents mishandling his assets for four years.
Retirement means shifting from putting money into retirement accounts to taking money out. How to streamline finances.